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Outreach, after raising at a $4.4B valuation in 2021, has an implied valuation of <$1B in secondary markets.
The de-horning of ZIRP unicorns continues. https://t.co/4g5TJ6zqtl
Dropbox, in the years before its IPO, came to orient itself in a new direction—to focus on highest-value users in the highest-value networks interacting with the highest-value files.
Andrew Chen • The Cold Start Problem: How to Start and Scale Network Effects
Tony Hansmann
@997unix
"I've never met him but David Tepper's got as good of a 20-year track record as anybody out there who's proven able to do well in tough markets and do well in rising markets, and I always respected that." - Ted Weschler
https://t.co/WuctBCZDKU
John Rotonti Jrx.comGive special attention/effort to firms that have recently had a personnel change.
John Gannon • Road to a Venture Capital Career: Practical Strategies and Tips to Break Into The Industry
これからPBR1倍割れ改善に絡んでアドバイザーがいろんなことを言ってくるから、見極める力をつける必要があります。以下上場会社向けに、企業防衛、敵対的TOB対応などで信用してはいけないアドバイザーのタイプ。想像です。
なおお時間あったら以下もご参考。
https://t.co/vc2Bpi3AbY
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